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Dynamic View or Form/Sheet
I think I may have a good use case for using Dynamic View, but need help. So I have a sheet that basically is managing the status and progression of a customer request that my staff completes and notify the customer and then their is an approval and then it is complete. We have a weekly project call where we review these…
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Email option for generated documents
For reasons I won't get into here, we are required to disable the 'Upload Attachments' option. This severely limits our ability to generate documents in day-to-day use. It would be great if the Generate Document automation had an option to email a contact in a cell, rather than only the 'Document will be attached to row'…
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Is there any way for unlicensed users to generate docs when Upload Attachments is turned off?
For security reasons (i.e. unable to specify which server the attachments are stored on) I have to leave the Upload Attachment option turned off. Box attachments is our only selection. Due to this, the Download option under Generate is the only method that works to get a document - and that is only available for licensed…
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Control Center Automation Ability to Trigger Document Sets Specific to Project Category
We would like the ability for Control Center automation to be configurable to trigger different document sets based on the category selected in the project intake sheet. For instance, if the new project request is Category 1, we would like to trigger a set of reports and sheets specific to Category 1. If the new project…
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Document Builder: Generate PowerPoint Slide
It would be nice if the Document Builder feature included a PowerPoint slide option. For example, I often have to prepare a slide deck for new projects. The information for the slides is contained entirely within a Smartsheet grid. If it were possible to generate a slide in the same way as a PDF, I could eliminate the need…
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Can I Generate a DocuSign document that is ALSO mapped via a template?
Hello - I need to send a form to a number of people. I'd like to have them complete the form, and upon submission, automatically receive a DocuSign requesting their signature. For the DocuSign they receive, I'd like it to include their specific responses. I can set up the mapping, but it appears to only give me the option…
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Document builder
Hello, Is there any chance to add automatically an image from row to pdf in Creator?
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Can you have Smartsheet automatically email the PDF that is created with Generate Document
Hi there, I'm working on some automated workflows that I would like to generate a PDF document with field information and email it to a contact in a cell. I don't want to go through the effort of building a PDF with fillable fields if the workflow function to generate the fields in the document cannot send this document as…
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Document Builder Tracking column?
I'm making a conditional checking but during the mapping process, I'm asked to specified a column on where to send it. Since I'm having 2 different columns: "Created By" & "Contact List", I can only specify one (since one person is needed to sign). So I'm creating 2 document builder based on the same template but each…
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Generate Document
HI Smartsheet Help Team, I created a form in the smartsheet and collected answers from people. Is there any way I can use "Generate Document" to plug in the answers back to the smartsheet form or I have to make a pdf editable form to generate the document? Please advise. Thanks!
